Hello, I have purchased tier 3 deal and I received a 'notice' pop-up that we had reached the...
Hello, I have purchased tier 3 deal and I received a 'notice' pop-up that we had reached the organization's limit of members & projects... when I thought both were unlimited in that deal. This was when a 'member' was adding a board... so, that brings me to the following question. The question I have is to clarify what a 'member' is allowed to do in the account. Can they create boards etc. or are they somehow just a glorified visitor... Since they need to create their own account at ExcelWay, are they limited in what they can do within our 'shared space' ?? (If so, please explain those limits). Thank You!
Hi Steve,
Thanks for reaching out.
If you activated Tier 3, you shouldn’t have any limit on members and projects. Please reach out to our support team in the embedded chat (help button at the top left of your screen) or by email (support @excelway.co), so we can analyze and fix the situation ASAP for you.
To answer your question about members:
Members can do whatever you allow them to when setting up their roles. On each project, board, or workshop, you can give members an admin, editor, or viewer role. You can find more information on this video: https://www.youtube.com/watch?v=_7ir30e-JKU and on this help article: https://www.excelway.co/help-center/roles-and-permissions/
Also, we’d be happy to get all your questions answered during a personal onboarding call. You should be able to book it through a link in the welcome email, or please just reach out to the support team!
Best,
Sophia